Clever Case Documentation

Intro

Clever Case is an all-in-one case management software that streamlines your workflow and makes it easy to manage client information, track billable hours, take client payments, and run financial reports.

Overview

Time, Matters, People

Table of contents

• Navigation

  • Top of Page

  • Left Side

  • Settings / Help & Support / Roadmap / Logout

    • Settings

• Dashboard

  • Recent Matters

  • Your Time This Week

  • Recent Payments

  • Recent People

  • Tasks

  • Events

• People

  • All People

  • My People

• Matters

  • All Matters

  • Recent Matters

  • My Matters

• Accounting

  • Invoicing

  • Pending Invoices

  • Print and Email Invoices

  • Accounting Ledger

  • Pending Trust Transfers

• Reports

  • Productivity

  • My Aged Receivables

  • Aged Receivables

  • My Rates

• Calendar

• Tasks

  • My Tasks

  • Organization Tasks

  • New Task

• Time

  • My Time

  • Organization Time

  • New Timecard